|
1
|
Bard Financial Services
Branford,
Connecticut
|
$12.2M
|
+$224K
|
+10,070
|
+2%
|
|
|
2
|
|
$9.5M
|
-$230K
|
-10,345
|
-2%
|
|
|
3
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$5.79M
|
-$1.45M
|
-65,283
|
-20%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5.08M
|
+$2.54M
|
+114,213
|
+101%
|
|
|
5
|
Rockefeller Capital Management
New York
|
$4.89M
|
+$4.86M
|
+218,794
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.33M
|
-$1.43M
|
-64,296
|
-38%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$2.16M
|
-$9.2K
|
-414
|
-0.4%
|
|
|
8
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$2.16M
|
+$2.54K
|
+114
|
+0.1%
|
|
|
9
|
Seed Wealth Management
Evanston,
Illinois
|
$1.95M
|
+$922K
|
+41,461
|
+91%
|
|
|
10
|
Paulson Wealth Management
Wheaton,
Illinois
|
$1.92M
|
+$4.98K
|
+224
|
+0.3%
|
|
|
11
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$1.24M
|
+$493K
|
+22,153
|
+67%
|
|
|
12
|
|
$1.12M
|
+$225K
|
+10,113
|
+25%
|
|
|
13
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.02M
|
-$33.7K
|
-1,517
|
-3%
|
|
|
14
|
Beacon Financial Group
Dallas,
Texas
|
$850K
|
-$199K
|
-8,958
|
-19%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$773K
|
-$38.2K
|
-1,717
|
-5%
|
|
|
16
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$769K
|
-$611K
|
-27,461
|
-44%
|
|
|
17
|
Strategic Wealth Partners
Independence,
Ohio
|
$699K
|
-$92.2K
|
-4,148
|
-12%
|
|
|
18
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$684K
|
-$133K
|
-5,963
|
-16%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$616K
|
-$2.11M
|
-95,087
|
-78%
|
|
|
20
|
Prospera Financial Services
Dallas,
Texas
|
$612K
|
+$36.7K
|
+1,650
|
+6%
|
|
|
21
|
Byrne Asset Management
Kingston,
New Jersey
|
$510K
|
-$84.5K
|
-3,800
|
-14%
|
|
|
22
|
Golden Green
Seneca,
South Carolina
|
$509K
|
+$23.1K
|
+1,041
|
+5%
|
|
|
23
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$405K
|
-$16.1K
|
-725
|
-4%
|
|
|
24
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$394K
|
+$77.8K
|
+3,500
|
+25%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$381K
|
–
|
–
|
–
|
|
